Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.4B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,307
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$53.7M
3
+$32.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$31.7M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$27.8M

Top Sells

1
+$46.3M
2
+$38.4M
3
+$27.7M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$23.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.4M

Sector Composition

1 Technology 10.11%
2 Financials 4.79%
3 Consumer Discretionary 4.07%
4 Healthcare 3.88%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$2.46M 0.01%
228,236
-16,358
1002
$2.45M 0.01%
101,040
+2,724
1003
$2.45M 0.01%
317,692
-2,305
1004
$2.45M 0.01%
45,268
-2,521
1005
$2.45M 0.01%
49,220
-1,366
1006
$2.45M 0.01%
95,955
+37,023
1007
$2.44M 0.01%
24,576
-19,040
1008
$2.44M 0.01%
331,464
+9,800
1009
$2.43M 0.01%
40,226
-27,212
1010
$2.43M 0.01%
+82,372
1011
$2.42M 0.01%
70,364
+5,928
1012
$2.42M 0.01%
19,891
+4,398
1013
$2.41M 0.01%
105,932
-17,223
1014
$2.41M 0.01%
70,160
-6,575
1015
$2.41M 0.01%
33,628
-9,728
1016
$2.41M 0.01%
52,042
+6,690
1017
$2.41M 0.01%
63,008
+5,499
1018
$2.41M 0.01%
98,372
+37,151
1019
$2.4M 0.01%
16,619
+4,773
1020
$2.4M 0.01%
51,742
+1,020
1021
$2.4M 0.01%
45,885
+3,473
1022
$2.39M 0.01%
57,250
+2,806
1023
$2.39M 0.01%
110,380
+19,462
1024
$2.39M 0.01%
156,518
-8,685
1025
$2.38M 0.01%
27,020
+22,605
39 40
41
42 43